Exact Synergy Enterprise

Creating and modifying schedules - Reporting services integration

Menu path

Modules ? System ? Setup ? Reporting services integration ? Schedules

Introduction

On this page, you can create schedules or modify existing ones. Schedules are used by subscriptions. For more information, see Maintaining subscriptions. In order to manage schedules via Exact Synergy Enterprise, the fixed user, who is defined in the settings, should have the rights to create Shared Schedules via the Site Settings Page in the Report Manager. This fixed user must have the permissions of the standard roles Content Manager and System Administrator. Besides this, the Report Server needs to be configured to deliver reports via emails. For more details, see How to: Configure a Report Server for E-mail Delivery.

Roles and rights

By default, users with the Administrator or Report Manager role can create and modify schedules.

Note:

• For more details on function rights, go to Modules ? System ? Setup ? Security ? Function rights.
• For more details on roles, go to Modules ? System ? Setup ? Security ? Roles.

What version are you using?

The information in this document is applicable to product update 258 and higher. If you have versions lower than this, certain features explained here will not be applicable.

How do I create schedules?

1. Oon the Reporting services integration: Schedules page, click Schedule: New.
2. Define the fields.
3. Click Save, and then Close to exit.

Keep in mind: All fields with the “!” icon are mandatory.

How do I edit schedules?

1. Click the hyperlink schedule in the Name column to open it.
2. Make the changes.
3. Click Save, and then Close to exit.

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